Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew A. Tatum is a financial advisor with Wells Fargo Advisors Financial Network, LLC in RICHMOND, VA. He is registered to provide investment advice in 23 states and the District of Columbia. Matthew has been in the financial services industry since December 2005 and has a CFP designation. His previous employers include WELLS FARGO CLEARING SERVICES, LLC and SUNTRUST INVESTMENT SERVICES, INC. Matthew A. Tatum has a combined 18 years of experience in the industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
05/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
05/23/2012 - 05/02/2024
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
12/08/2005 - 05/24/2012
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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